Carson Wealth (CWM LLC)
SWIM icon

Carson Wealth (CWM LLC)’s Latham Group SWIM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.55K Sell
1,778
-1,248
-41% -$7.95K ﹤0.01% 4792
2025
Q4 		$19K Sell
3,026
-5,943
-66% -$41.6K ﹤0.01% 4211
2025
Q3 		$68K Buy
8,969
+7,176
+400% +$52.8K ﹤0.01% 3276
2025
Q2 		$11K Buy
1,793
+1,539
+606% +$8.94K ﹤0.01% 4260
2025
Q1 		$2K Sell
254
-226
-47% -$1.52K ﹤0.01% 4817
2024
Q4 		$3K Buy
480
+194
+68% +$1.3K ﹤0.01% 4455
2024
Q3 		$2K Buy
286
+209
+271% +$1.02K ﹤0.01% 4460
2024
Q2 		$0 Buy
77
+72
+1,440% +$251 ﹤0.01% 4927
2024
Q1 		$0 Buy
+5
New +$14 ﹤0.01% 4729
2023
Q2 		– Sell
-86
Closed – – 4451
2023
Q1 		$0 Hold
86
– – ﹤0.01% 4336
2022
Q4 		$0 Sell
86
-256
-75% -$923 ﹤0.01% 4248
2022
Q3 		$1K Sell
342
-45
-12% -$257 ﹤0.01% 3770
2022
Q2 		$3K Buy
+387
New +$4.11K ﹤0.01% 3243

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FG
Formula Growth Montreal, Quebec, Canada $222M AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SWIM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Latham Group (SWIM) stake by 41% in Q1 2026, selling an estimated $7.95K and leaving 1,778 shares worth $9.55K. The position accounts for ﹤0.01% of the portfolio, ranked #4792.

Carson Wealth (CWM LLC) first reported a position in SWIM in Q2 2022 and has held it in 13 quarters since. The position peaked at $68K in Q3 2025. 142 funds tracked by Wall St. Rank hold SWIM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,778 shares of Latham Group worth $9.55K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,248 Latham Group shares in Q1 2026, an estimated $7.95K.
  • Latham Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4792 holding.
  • Carson Wealth (CWM LLC) first reported a position in Latham Group in Q2 2022 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Latham Group position peaked at $68K in Q3 2025.
  • 142 funds tracked by Wall St. Rank held Latham Group as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.